Morris Financial Concepts, Inc. Schwab Fundamental Intl Large Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 8,415 shares of FNDF stock, worth $301,257. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,415
Previous 9,567
12.04%
Holding current value
$301,257
Previous $322,000
7.14%
% of portfolio
0.15%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding FNDF
# of Institutions
536Shares Held
281MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA134MShares$4.8 Billion6.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC15.8MShares$566 Million1.38% of portfolio
-
Regions Financial Corp10.2MShares$366 Million2.77% of portfolio
-
Auto Owners Insurance CO Lansing, MI8.35MShares$299 Million7.9% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$232 Million0.06% of portfolio